UNIVERSITY OF MINNESOTA FACULTY RETIREMENT PLAN

Accounting and bookkeeping

Financial and actuarial reporting practices, Minn. Statutes 2009 16A.055, 356.20

Refund repayments, Minn. Statutes 2009 356.441

Accumulated contributions, abandoned amounts, disposition, Minn. Statutes 2009 356.65

Actuarial valuations

Alternative valuations, Minn. Statutes 2009 356.23

Copies, Minn. Statutes 2009 356A.07

Financial reporting requirements, Minn. Statutes 2009 356.20

Legislature, rights, Minn. Statutes 2009 356.22

Supplemental actuarial valuations, Minn. Statutes 2009 356.23

Annuities

Abandoned amounts, disposition, Minn. Statutes 2009 356.65

Optional annuities, Minn. Statutes 2009 356.46

Qualified annuities, using for refund repayments, Minn. Statutes 2009 356.441

Retirement annuities, Minn. Statutes 2009 356.46, 356.87

Appropriations to, withholding

Investment reporting noncompliance, Minn. Statutes 2009 356.219

Assets

Investment diversification, Minn. Statutes 2009 356A.06

Limitations on use, Minn. Statutes 2009 356.63

Title, holding, Minn. Statutes 2009 356A.06

Audits and examinations, financial reporting, Minn. Statutes 2009 356.20

Beneficiaries, payments to

Benefit distribution, plan termination, Minn. Statutes 2009 356.001

Benefits

Abandoned amounts, disposition, Minn. Statutes 2009 356.65

Benefit provisions summary, Minn. Statutes 2009 356A.07

Disability benefits, Minn. Statutes 2009 356.46, 356.87

Fiduciaries, duties, Minn. Statutes 2009 356A.02

Members' nonforfeitable interest, Minn. Statutes 2009 356.001

Survivor benefits, Minn. Statutes 2009 356.87

Termination of plan or fund, procedures, Minn. Statutes 2009 356.001

Breach of fiduciary duty

Cofiduciaries, liability, Minn. Statutes 2009 356A.10

Generally, Minn. Statutes 2009 356A.09

Indemnification, Minn. Statutes 2009 356A.11

Lawsuits, Minn. Statutes 2009 356A.12

Certificates and certification

Economic interest statements, list of filings, Minn. Statutes 2009 356A.06

Timing of reports, Minn. Statutes 2009 356.219

Chief administrative officer

Definitions, Minn. Statutes 2009 356A.01, 356A.02

Fiduciary duties, Minn. Statutes 2009 356A.01 to 356A.13

Cofiduciaries

Duties, generally, Minn. Statutes 2009 356A.10

Liability, Minn. Statutes 2009 356A.10

Service of process on, Minn. Statutes 2009 356A.12

Compensation and salaries, fiduciaries, Minn. Statutes 2009 356A.06, 356A.08

Contested cases, adverse determination of eligibility, benefits, or other rights, Minn. Statutes 2009 356A.07

Continuing education, fiduciaries, Minn. Statutes 2009 356A.13

Copies, plan documents, summaries, and reports, Minn. Statutes 2009 356A.07

Covered governmental entity, duties, Minn. Statutes 2009 356.20, 356.62, 356A.07

Custodian bank accounts, establishment, Minn. Statutes 2009 356.001

Data, access, marriage dissolution actions, Minn. Statutes 2009 356.49

Dedicated fund, uses, Minn. Statutes 2009 356.63

Deferred compensation, see STATE DEFERRED COMPENSATION PLAN

Definitions

Employee contribution pick up, Minn. Statutes 2009 356.62

Loss of survivor benefits, Minn. Statutes 2009 356.406

Public pension fiduciary responsibility, Minn. Statutes 2009 356A.01, 356A.06

Depositories, designation, Minn. Statutes 2009 356A.06

Disability benefits, health insurance premiums, withholding, Minn. Statutes 2009 356.87

Disclosure

Fiduciaries, Minn. Statutes 2009 356A.03, 356A.06

Financial reporting requirements, Minn. Statutes 2009 356.20

Dissolution of marriage, retirement benefits or rights

Information regarding, Minn. Statutes 2009 356.49

Economic interest statements, fiduciaries, Minn. Statutes 2009 356A.06

Employee contributions, Minn. Statutes 2009 356.62

Employees, see Members under this topic

Employees of the retirement plan

Indemnification, breach of fiduciary duty, Minn. Statutes 2009 356A.11

Employer contributions

University of Minnesota, appropriations for, Minn. Statutes 2009 137.027

Employers

Benefit provision summaries, duties, Minn. Statutes 2009 356A.07

Reports given, employee contribution pick ups, Minn. Statutes 2009 356.62

Reports received, financial reports, Minn. Statutes 2009 356.20

Establishment, authorization, Minn. Statutes 2009 356.24

Fiduciaries

Activities, generally, Minn. Statutes 2009 356A.02

Breach of conduct or duties, Minn. Statutes 2009 356A.09 to 356A.12

Cofiduciaries, Minn. Statutes 2009 356A.01, 356A.10, 356A.12

Compensation and salaries, Minn. Statutes 2009 356A.06, 356A.08

Continuing education, Minn. Statutes 2009 356A.13

Disclosure, Minn. Statutes 2009 356A.03, 356A.06

Duties, Minn. Statutes 2009 356A.02, 356A.04, 356A.05

Felony violations, documentation, service prohibition, Minn. Statutes 2009 356A.03, 609B.177

Generally, Minn. Statutes 2009 356A.01 to 356A.13

Investments, duties, Minn. Statutes 2009 356A.02, 356A.06

Service of process on, Minn. Statutes 2009 356A.12

Standard of conduct, Minn. Statutes 2009 356A.04

Financial reports

Alternative reports, Minn. Statutes 2009 356.23

Copies, distribution, Minn. Statutes 2009 356.20, 356A.07

Requirements, generally, Minn. Statutes 2009 356.20

Former members, marriage dissolution actions

Information requirements, Minn. Statutes 2009 356.49

Funds and accounts

Credits to, abandoned contributions, annuities, or benefits, Minn. Statutes 2009 356.65

Custodian bank accounts, Minn. Statutes 2009 356.001

Dedicated fund, Minn. Statutes 2009 356.63

Governing body rules and policies

Defined as plan documents, Minn. Statutes 2009 356A.01

Insurance, public employees insurance program, Minn. Statutes 2009 43A.316, 356.87

Interest rates, Minn. Statutes 2009 352D.12

Investment of funds

Fiduciaries, duties, Minn. Statutes 2009 356A.02, 356A.06

Policy statement, Minn. Statutes 2009 356.219

Reports about, Minn. Statutes 2009 356.219

Requirements, generally, Minn. Statutes 2009 356A.06

Lawsuits, breach of fiduciary duty, Minn. Statutes 2009 356A.12

Liability

Cofiduciaries, Minn. Statutes 2009 356A.10

Unfunded actuarial accrued liability, Minn. Statutes 2009 356.22

Mail and mailing

Benefit distribution notice, Minn. Statutes 2009 356.001

Retirement annuities, information, completed applications, Minn. Statutes 2009 356.46

Members

Death caused by surviving beneficiary, loss of survivor benefits, Minn. Statutes 2009 356.406

Definitions, Minn. Statutes 2009 356.406, 356A.01

Employee contributions, Minn. Statutes 2009 356.62

Marriage dissolution actions, information requirements, Minn. Statutes 2009 356.49

Payments to, benefit distribution upon plan termination, Minn. Statutes 2009 356.001

Police officers, ineligibility for state aid, Minn. Statutes 2009 69.011

Proof of death, notice, Minn. Statutes 2009 356.001

Reports received, Minn. Statutes 2009 356.20, 356.62, 356A.07

Notice given

Benefit distribution, Minn. Statutes 2009 356.001

Investment restrictions, Minn. Statutes 2009 356A.06

Optional annuities, Minn. Statutes 2009 356.46

Payments by

Allowable expenses, Minn. Statutes 2009 356.001

Benefit distribution upon plan termination, Minn. Statutes 2009 356.001

Fiduciaries, duties, Minn. Statutes 2009 356A.02

Health insurance premiums, Minn. Statutes 2009 356.87

Payments to, health insurance, administrative expenses, Minn. Statutes 2009 356.87

Peace officers

Exclusions and inclusions in, Minn. Statutes 2009 353.64

Fire and police state and, Minn. Statutes 2009 69.011

Plan documents, copies to members, Minn. Statutes 2009 356A.07

Prior service credit

July 1, 2003 purchases, Minn. Statutes 2009 356.195

Post-July 1, 2003, purchases, Minn. Statutes 2009 356.551

Public employees insurance program, Minn. Statutes 2009 43A.316, 356.87

Purpose, Minn. Statutes 2009 356.001

Records and record keeping

Fiduciaries, duties, Minn. Statutes 2009 356A.02

Investments, liquidity documentation, Minn. Statutes 2009 356A.06

Refunds, repayment to, Minn. Statutes 2009 356.441

Reports given

Financial reports, Minn. Statutes 2009 356.20, 356.23

Generally, Minn. Statutes 2009 356.219

Marriage dissolution actions, benefits or rights, Minn. Statutes 2009 356.49

Retirement annuities

Generally, Minn. Statutes 2009 356.46

Health insurance premiums, withholding, Minn. Statutes 2009 356.87

Spouses, retirement annuities, Minn. Statutes 2009 356.46

State aid, withholding

Investment reporting noncompliance, Minn. Statutes 2009 356.219

Statutes of limitations, breach of fiduciary duty, Minn. Statutes 2009 356A.12

Successor organizations, Minn. Statutes 2009 356.20

Supplemental retirement plan

Dedicated fund, uses, Minn. Statutes 2009 356.63

Financial and actuarial reporting practices, Minn. Statutes 2009 356.20

Retirement annuity application procedure, Minn. Statutes 2009 356.46

Surviving beneficiaries, charge or conviction of causing member's death, Minn. Statutes 2009 356.406

Withholding, investment reporting noncompliance, Minn. Statutes 2009 356.219

Survivor benefits

Beneficiaries charged or convicted of causing member's death, Minn. Statutes 2009 356.406

Health insurance premiums, withholding, Minn. Statutes 2009 356.87

Survivors, survivor benefits, Minn. Statutes 2009 356.406, 356.87

Termination of plan or fund, Minn. Statutes 2009 356.001

Unfunded actuarial accrued liability, Minn. Statutes 2009 356.22

Violations and penalties

Fiduciaries, felony violations, service prohibition, Minn. Statutes 2009 609B.177

Investment reporting, noncompliance, Minn. Statutes 2009 356.219

Prohibited transactions, Minn. Statutes 2009 356A.06

Waivers, state aid or appropriations

Withholding for investment reporting, Minn. Statutes 2009 356.219